LeadConnector + ScoreApp
Create LeadConnector opportunities when new ScoreApp quizzes start
Streamline your sales process by connecting ScoreApp and LeadConnector. When a quiz is started in ScoreApp, this workflow smoothly creates or updates an opportunity in LeadConnector, keeping your leads organized and up-to-date. Focus on closing deals and eliminate manual data entry with this efficient automation.
Streamline your sales process by connecting ScoreApp and LeadConnector. When a quiz is started in ScoreApp, this workflow smoothly creates or updates an opportunity in LeadConnector, keeping your leads organized and up-to-date. Focus on closing deals and eliminate manual data entry with this efficient automation.
- When this happens...Quiz Started
Triggers when somebody starts the first question in your quiz. If your lead form is configured to show before the quiz questions, lead form data such as name/email will be available via this trigger.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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ScorecardRequired
Try ItScorecardRequired
Try ItIn PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
ScorecardRequired
Try ItScorecardRequired
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
CampaignRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
